403b

Investment choices

Carefully chosen no-load mutual funds and the Prudential Guaranteed Investment provide you with the flexibility you need to manage risk and build a diversified portfolio. And you can choose how involved you want to be in managing your investments.

Plug-and-play investing

For those who prefer not to manage their own investments, Member Benefits has two easy options: target retirement funds and model portfolios.

Target retirement funds: One-decision investing

Target retirement funds meet the needs of investors who don't have the ability, interest, or time to monitor their retirement account portfolio's asset allocation. More about target retirement funds.

Model portfolios: Personalized portfolios that are managed for you

Model portfolios give you the ability to build a personalized portfolio that's more comprehensive than the target retirement funds, but still doesn't require a ton of time selecting and managing individual investments. More about model portfolios.

Do-it-yourself investing

For investors who prefer to play an active role in monitoring and managing their investments, our lineup of mutual funds and the Guaranteed Investment may be more appropriate.

• Use our Fund Comparison Tool for side-by-side comparisons of funds from the same investment categories.

Before you consider any investment, it is important to understand risk and to determine your risk tolerance. Our risk assessment calculator will help you determine your risk tolerance. 

Guaranteed Investment Fact Sheet   
Quarterly fund performance  

Fixed income

 
Prudential Guaranteed Investment (IRA)
2017 rate is 3.50%*  
Fact Sheet    
Prudential Guaranteed Investment (TSA)
2017 rate is 3.50%*  
Fact Sheet    
Pioneer Bond Fund Class K  Fact Sheet   Fund Prospectus  

Lifecycle funds

 
Vanguard Target Retirement Income Fund   Morningstar Report   Fund Prospectus    Fact Sheet  
Vanguard Target Retirement 2015 Fund   Morningstar Report   Fund Prospectus    Fact Sheet  
Vanguard Target Retirement 2025 Fund   Morningstar Report   Fund Prospectus    Fact Sheet   
Vanguard Target Retirement 2035 Fund   Morningstar Report   Fund Prospectus    Fact Sheet  
Vanguard Target Retirement 2045 Fund   Morningstar Report   Fund Prospectus   Fact Sheet  
Vanguard Target Retirement 2060 Fund   Morningstar Report   Fund Prospectus    Fact Sheet  

Large-cap stock funds

 
Fidelity Contrafund   Morningstar Report   Fund Prospectus   Fact Sheet  
Parnassus Core EquitySRI   Morningstar Report   Fund Prospectus   Fact Sheet  
T. Rowe Price Equity Income   Morningstar Report   Fund Prospectus   Fact Sheet  
T. Rowe Price Growth   Morningstar Report   Fund Prospectus   Fact Sheet  
Vanguard Institutional Index   Morningstar Report   Fund Prospectus   Fact Sheet  

Mid-cap stock funds

 
T. Rowe Price Mid-Cap Value   Morningstar Report   Fund Prospectus   Fact Sheet  
Vanguard Mid-Cap Index   Morningstar Report   Fund Prospectus  Fact Sheet  
T. Rowe Price Mid-Cap Growth   Morningstar Report   Fund Prospectus   Fact Sheet  

Small-cap stock funds

 
ClearBridge Small Cap Gr   Morningstar Report   Fund Prospectus   Fact Sheet  
Prudential QMA Small-Cap Value Z Fund   Morningstar Report   Fund Prospectus   Fact Sheet  
Vanguard Small-Cap Index   Morningstar Report   Fund Prospectus   Fact Sheet  

Specialty funds

 
T. Rowe Price New Era   Morningstar Report   Fund Prospectus   Fact Sheet  
PIMCO All Asset Fund   Morningstar Report   Fund Prospectus   Fact Sheet  

International equity funds

 
Fidelity Diversified International   Morningstar Report   Fund Prospectus   Fact Sheet  
Oppenheimer Developing Markets   Morningstar Report   Fund Prospectus   Fact Sheet  
Vanguard Total International Stock Index    Morningstar Report   Fund Prospectus   Fact Sheet  

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.  

Before investing in any mutual fund, download a prospectus below or call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.  

 


 

Funds marked with SRI are Socially Responsible Investment funds.

*Interest is compounded daily to produce a 3.50% annual yield prior to the deduction of administrative fees of the WEA TSA Trust and WEAC IRA program. Principal and net credited interest are fully guaranteed by Prudential Retirement Insurance and Annuity Company (PRIAC). Such guarantees are based upon the financial strength and claims-paying ability of PRIAC.

 

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  • Investment fund comparisons
  • Retirement account comparison
  • Glossary of financial terms
  • 403(b) FAQ
  • TPA Links
  • Salary Reduction Agreement
  • Beneficiary Change Request Form
  • Exchange/Transfer/Rollover Form
  • Address/Name Change Form